How do I access my statements, confirmations and tax forms? Here's how to get started. Step one, log into your direct account. Step two, click profile and documents on the right side menu. Step three, click View statements, confirmations and tax forms. From there, you can select the year, beneficiary account and the type of document you need. It's that simple. Need a document from 2012 or earlier, or have other questions? Give us a call Monday through Friday, 8:30 AM until 6:00 PM at 1 800 afford it. That's 1 800 233-6734. We're happy to help.